Senior Analyst, Billings & Collections

Job Description

Acting as the first point of contact (POC) for assigned customers and internal business partners, the Senior Analyst will work closely with Revenue, Deal Desk, and Order Management teams to resolve billing issues, support commercial discussions, and ensure a seamless customer experience.

This is a hands-on role that blends execution with analytics. The Senior Analyst will support monthly reporting, dashboards, cash collection forecasting, and audit readiness, while also guiding junior team members and contributing to process automation, including leveraging AI-driven tools.

This role is ideal for someone who wants to grow into a future managerial role by combining technical expertise with leadership potential.

Responsibilities

Billing & Collections

• Manage end-to-end billing activities across both SaaS subscription contracts and Professional Services engagements, including milestone-based, fixed-fee, T&M, and project-based invoicing
• Review customer contracts, Statements of Work (SOWs), Change Orders, and Amendments to ensure accurate billing setup and execution.
• Act as first POC for assigned customers on billing and collections matters; manage escalations with professionalism.
• Partner with Sales, Revenue Operations, Deal Desk, and Order Management to resolve disputes, credit notes, and billing complexities.
• Own collections performance for assigned customer portfolio, proactively driving recovery of overdue balances, dispute resolution, payment plan negotiations, and reduction of DSO.
• Conduct regular collection review calls with customers and internal stakeholders to drive timely cash realization.
  
  

Reserves & Accounting

• Support month-end close activities including AR reconciliations, unapplied cash analysis, billing accruals/Uninvoiced AR, reserve calculations, and variance explanations.
• Demonstrate strong understanding of accounting fundamentals, including AR, deferred revenue, bad debt reserves, credit memo accounting, and general ledger impacts.
• Maintain audit-ready reconciliations and supporting schedules. Partner with the Revenue Accounting team to understand billing and revenue impacts, ensuring accurate contract execution and compliance with revenue recognition requirements.
  
  

Reporting & Forecasting

• Prepare accurate monthly reporting packs and dashboards on collections, DSO, aging, reserves, and disputes.
• Support the Manager in developing cash collection forecasts, applying both data analysis and business judgment.
• Track variances between forecasts and actuals, providing insights and root-cause analysis.
  
  

Audit & Compliance

• Prepare audit schedules and coordinate responses for statutory, internal, and SOX audits.
• Ensure compliance with accounting standards, controls, and company policies.
  
  

Cross-Functional & Process Excellence

• Collaborate closely with Revenue, Deal Desk, Sales, and Order Management to ensure contracts flow seamlessly into billing and collections.
• Suggest and implement automation and AI-led enhancements in billing, reporting, and collections tracking.
• Proactively identify process inefficiencies and propose improvements for accuracy and scalability.
• Mentor junior Analysts, acting as the technical guide within the team.
  
  

Qualifications

Education & Experience

• CA Inter /MBA (Finance) / Commerce Post- Graduate with strong accounting knowledge.
• 7-10 years of experience in Billing, Collections, AR Accounting, or Order-to-Cash operations in SaaS, technology, or enterprise B2B environments.
  
  

Technical Skills

• Strong knowledge of AR accounting, reserves, reconciliations, and billing controls.
• Hands-on experience using Salesforce CRM and NetSuite ERP for quote-to-cash activities including contract review, billing setup, invoice generation, collections tracking, credit memo processing, and AR reporting.
• Proficiency in Excel (advanced functions, pivot tables) and reporting tools (e.g., Power BI, Tableau).
• Exposure to AI/automation in finance (e.g., predictive collections, intelligent dashboards, RPA tools).
  
  

Behavioral & Other Important Requirements

• Strong customer-facing skills; ability to handle escalations and build trust with enterprise clients.
• Excellent coordination with cross-functional teams (Revenue, Deal Desk, Sales, Order Management).
• Highly self-motivated and ownership-oriented individual who can independently manage priorities, solve problems with limited supervision, and drive issues to closure.
• Proactive, hands-on, and adaptable to dynamic business needs.
• Will need to work in flexible shifts to overlap with US hours. And be available for morning/evening meetings and calls
• Hybrid office working. Remote working is not by default; WFO is encouraged.
• A strong team player with a positive, service-oriented attitude who drives process improvements to increase the effectiveness of the team and minimize room for errors
  
  

About Us

Icertis is the global leader in AI-powered contract intelligence. The Icertis platform revolutionizes contract management, equipping customers with powerful insights and automation to grow revenue, control costs, mitigate risk, and ensure compliance - the pillars of business success. Today, more than one third of the Fortune 100 trust Icertis to realize the full intent of millions of commercial agreements in 90+ countries.

About The Team

Who we a re: Icertis is the only contract intelligence platform companies trust to keep them out in front, now and in the future. Our unwavering commitment to contract intelligence is grounded in our FORTE values—Fairness, Openness, Respect, Teamwork and Execution—which guide all our interactions with employees, customers, partners, and stakeholders. Because in our mission to be the contract intelligence platform of the world, we believe how we get there is as important as the destination.

Icertis, Inc. provides Equal Employment Opportunity to all employees and applicants for employment without regard to race, color, religion, gender identity or expression, sex, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Icertis, Inc. complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. If you are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to [Confidential Information] or get in touch with your recruiter.